Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,045 | $54,237-81.5% | $90,324-88.9% | $67,582-85.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 17.57% | 37.27%-19.7pp | 78.15%-60.6pp | 378.57%-361.0pp |
| Employer contribution / active EE | $1,270 | $1,846-31.2% | $2,856-55.5% | $2,148-40.9% |
| Participant deferral / active EE | $1,074 | $2,625-59.1% | $3,885-72.4% | $3,539-69.7% |
| Admin fee / account holder | $2 | $123-98.3% | $5,356-100.0% | $142-98.5% |